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In the tree view, expand Document Category > Template Documents.
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Expand the Template Documents node.
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Right-click Word OpenXML Template, and click New Template Document.
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In the New Template Document dialog box, enter the required information.
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In the Word OpenXML Report section, enter the following optional information if you will be configuring different templates for use based on the classification or condition of the objects:
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Report category - A label that represents a group of report templates that are available to certain types of objects. For this report to be available to an object, the report category value here must match the value in the Report Category for Classified Objects box for the method.
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Object Classifications - Any classification for the classified object that uses this template document for OpenXML Word reports. For example, P&ID, 3D Documents, Electrical, Civil, and so on.
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Object Condition - An additional level of condition, where you can associate different templates for different classified objects. For example, you might want to have separate report templates for current and working documents.
If you have only one template for objects using this method, leave these fields blank.
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Attach the template file and control file to the template document.
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Click Finish.